See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,860 |
R-TECH CONSULTANTS, INC.1 year Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO ST · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $11,690 |
R-TECH CONSULTANTS, INC.1 year Service code 13 21331 COSTANSO ST · WOODLAND HILLS, CA 91364 | Contract Administrator | $8,842 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,615 | $63,156-26.2% | $122,332-61.9% | $62,292-25.2% |
| Participation rate | 60.8% | 60.0%+0.8pp | 71.6%-10.8pp | 69.5%-8.7pp |
| Annual return | 20.57% | 20.61%0pp | 30.27%-9.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $2,633 | $1,385+90.1% | $4,050-35.0% | $2,042+28.9% |
| Participant deferral / active EE | $5,618 | $2,321+142.0% | $3,287+70.9% | $3,169+77.3% |
| Admin fee / account holder | $348 | $440-20.8% | $5,478-93.6% | $479-27.3% |